See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $821,652 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 · EIN 20-8764829 | Other Commissions | $219,205 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $137,484 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,785 | $35,293+43.9% | $77,024-34.1% | $89,394-43.2% |
| Participation rate | 54.2% | 31.3%+22.9pp | 67.9%-13.7pp | 71.3%-17.0pp |
| Annual return | -14.31% | -5.92%-8.4pp | 42.32%-56.6pp | -11.89%-2.4pp |
| Employer contribution / active EE | $1,913 | $695+175.3% | $2,812-32.0% | $3,022-36.7% |
| Participant deferral / active EE | $2,871 | $1,764+62.7% | $4,426-35.1% | $5,123-44.0% |
| Admin fee / account holder | $85 | $105-18.6% | $5,425-98.4% | $79+7.6% |